← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	Crossmark Global Holdings Houston, Texas	$9.56M	+$208K	4	0.23%	Increased
252	Conning Inc Hartford, Connecticut	$9.54M	+$870K	2	0.31%	Increased
253	WIM Wilen Investment Management Bonita Springs, Florida	$9.47M	-$844K	2	6.19%	Reduced
254	SIC Schwartz Investment Counsel Plymouth, Michigan	$9.46M	+$5.21M	1	0.56%	Increased
255	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.38M	+$198K	1	0.46%	Increased
256	QIM Quantitative Investment Management Charlottesville, Virginia	$9.02M	+$1.34M	2	0.13%	Increased
257	Commonwealth Equity Services Waltham, Massachusetts	$8.96M	+$1.48M	2	0.05%	Increased
258	Royce & Associates New York	$8.92M	-$152K	3	0.06%	Reduced
259	AC AFAM Capital Austin, Texas	$8.91M	-$233	1	0.98%	Reduced
260	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$8.85M	+$130K	1	1.16%	Increased
261	Oppenheimer Asset Management New York	$8.66M	$0	2	0.23%	Maintained
262	VanEck Associates New York	$8.59M	-$373K	1	0.04%	Reduced
263	EP Elkfork Partners Portland, Oregon	$8.52M	+$1.79M	3	0.23%	Increased
264	UR USCA RIA Houston, Texas	$8.41M	+$298K	1	0.93%	Increased
265	EA Evanston Advisors Schaumburg, Illinois	$8.37M	-$45.4K	1	2%	Reduced
266	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.33M	+$15.5K	2	1.2%	Increased
267	Congress Asset Management Boston, Massachusetts	$8.15M	+$440K	2	0.12%	Increased
268	TW Transform Wealth Greenwood Village, Colorado	$8.08M	+$8.04M	2	1.49%	New
269	Bridges Investment Management Omaha, Nebraska	$8.03M	-$163K	1	0.65%	Reduced
270	DAM Delta Asset Management Memphis, Tennessee	$8.02M	+$36.9K	1	1.13%	Increased
271	Xact Kapitalforvaltning Stockholm, Sweden	$8M	+$197K	1	0.19%	Increased
272	GAMCO Investors Greenwich, Connecticut	$7.98M	-$77.1K	3	0.05%	Reduced
273	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.93M	-$647K	1	0.15%	Reduced
274	Gradient Investments Arden Hills, Minnesota	$7.9M	+$471K	2	0.46%	Increased
275	SGAM Steinberg Global Asset Management Boca Raton, Florida	$7.84M	-$92.6K	2	1.13%	Reduced